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Taylor Wealth Management Partners’s US Bancorp USB Stock Holding History

Taylor Wealth Management Partners’s Portfolio USB Stock Details USB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-450
Closed -$24K – 153
2017
Q4 		$24K Buy
+450
New +$24.2K 0.01% 109
2015
Q3 		– Sell
-450
Closed -$20K – 181
2015
Q2 		$20K Buy
+450
New +$19.7K 0.01% 130

Other funds holding USB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

Taylor Wealth Management Partners's USB Position: Q1 2018 in Review

Taylor Wealth Management Partners sold out of US Bancorp (USB) in Q1 2018, closing a stake of 450 shares — an estimated $24K sold.

Taylor Wealth Management Partners first reported a position in USB in Q2 2015 and held it in 2 quarters. The position peaked at $24K in Q4 2017. 1,459 funds tracked by Wall St. Rank hold USB as of Q1 2018.

  • Taylor Wealth Management Partners reported no remaining US Bancorp position as of Q1 2018 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 450 US Bancorp shares in Q1 2018, an estimated $24K.
  • Taylor Wealth Management Partners first reported a position in US Bancorp in Q2 2015 and held it in 2 quarters.
  • Taylor Wealth Management Partners's US Bancorp position peaked at $24K in Q4 2017.
  • 1,459 funds tracked by Wall St. Rank held US Bancorp as of Q1 2018.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2018, filed 11 Apr 2018.